BWA
CXDC

Beam Wealth Advisors’s China XD Plastics Company Limited CXDC Stock Holding History

Beam Wealth Advisors’s Portfolio CXDC Stock Details CXDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-22,500
Closed -$25K – 147
2020
Q3 		$25K Hold
22,500
– – 0.02% 133
2020
Q2 		$26K Hold
22,500
– – 0.03% 134
2020
Q1 		$22K Buy
+22,500
New +$33.5K 0.02% 138

Other funds holding CXDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beam Wealth Advisors's CXDC Position: Q4 2020 in Review

Beam Wealth Advisors sold out of China XD Plastics Company Limited (CXDC) in Q4 2020, closing a stake of 22,500 shares — an estimated $25K sold.

Beam Wealth Advisors first reported a position in CXDC in Q1 2020 and held it in 3 quarters. The position peaked at $26K in Q2 2020. 10 funds tracked by Wall St. Rank hold CXDC as of Q4 2020.

  • Beam Wealth Advisors reported no remaining China XD Plastics Company Limited position as of Q4 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 22,500 China XD Plastics Company Limited shares in Q4 2020, an estimated $25K.
  • Beam Wealth Advisors first reported a position in China XD Plastics Company Limited in Q1 2020 and held it in 3 quarters.
  • Beam Wealth Advisors's China XD Plastics Company Limited position peaked at $26K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held China XD Plastics Company Limited as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.